Bitcoin is not trading like an inflation hedge and that narrative is dead. BUT, there's an important naunce here...the longterm thesis & potential for Bitcoin is not affected. If you can seperate the short-term impact of high inflation data vs long-term impact effects, you're in a much better position to manage your crypto portfolio through any cycle. This quick 10 minute episode is a market update with pieces from Cliff Asness, Ari Paul, and Tyler Winklevoss included for added context. If you enjoy these quick market updates please tweet at me and let me know!
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